Our Story


Chronicle Wealth was founded in 2017.
We have been helping successful Canadians pursue their dreams and achieve their financial objectives since the 1960s.
Generations of trusted wealth counsel
Our long-term thinking as wealth advisors goes hand in hand with our focus on building long-lasting relationships. Some of our clients have been with us for over 50 years, allowing us to work with multiple generations of the same family.

True independence
Chronicle Wealth is agnostic regarding asset classes, investment styles, and opportunities. We are not paid to manufacture products or to use the products of other investment management firms. Instead, we are compensated solely by our clients for the advice, strategy, due diligence, and planning we provide.
Unlike major financial institutions or product manufacturers, this independence enables us to focus fully on identifying the most appropriate solutions for specific client problems, unencumbered by conflicting priorities.
